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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (4943)	11/9/1998 7:39:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 9256

Stitch, this poster gives a link to a video where some drive experts discuss "click of death" an affliction of a small percentage of ZIP disks. The interesting thing is they give away monitoring software that supposedly warns you before trouble occurs. My last employer had a method to monitor amplitude around a track periodically. Significant changes meant there might have been head/disk contact. In the case of ZIP monitoring software amplitude cannot be measured, because a PC is incapable of it. That leaves only soft error rate monitoring. Do you have any knowledge of this? I'm just curious. The link Message 6350056 Gottfried

To: Stitch who wrote (4943)	11/9/1998 9:13:00 PM
From: Kevin Linder	Read Replies (2) \| Respond to of 9256

Stitch: <Fundamental Analysis and Economical Analysis are relegated to a second place type of study.> My comment was to highlight the difference of opinion that the industry vs academia values as a type of investment analysis. The Disk Drive Sector is a perfect example (a few years). the Technical Analysis people were all screaming that SEG, WDC, QNTM and others had hit new highs and the future was nothing but rosy. (Didn't Chuck Haggerty of WDC tell Analysists that they might make $6.00 a share in 99 or 00.) At the same time the major brokerage firms recommendations of all of the Drive makers was identical - Strong Buys, etc. The Fundamental's had deteriated and were visible (in hindsight). None of the Brokerage firms recognized the fact until it was thrown up into their faces very rudely and abruptly. There is a very big break between Finance Schools and the real Finance Sector in how investments are evaluated. I remember my Finance Professors screaming that TA didn't/couldn't/wouldn't work. One of my next Professors had coauthored a book with Marty Zweig about TA though. It was interesting to see the difference in attitudes. I hope this clears up my comment some. Kevin Linder